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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
526
Global Wealth Management Investment Advisory
Florida
$83K +$8.21K +123 +11%
AWM
527
Accel Wealth Management
Iowa
$82K +$79.6K +1,192 New
WT
528
Whittier Trust
California
$78K – – –
CCA
529
Column Capital Advisors
Indiana
$78K +$75.1K +1,124 New
QCG
530
Quadrant Capital Group
Ohio
$77K -$49.6K -742 -40%
COCM
531
Charter Oak Capital Management
New Hampshire
$76K +$73.5K +1,101 New
MA
532
MCF Advisors
Kentucky
$75K +$18.7K +280 +35%
RFA
533
Reilly Financial Advisors
California
$72K +$23.8K +357 +52%
RWA
534
Ropes Wealth Advisors
Massachusetts
$71K -$25.6K -384 -27%
BBHC
535
Brown Brothers Harriman & Co
New York
$71K – – –
LIM
536
Longfellow Investment Management
Massachusetts
$70K +$67.1K +1,004 New
KTC
537
Kistler-Tiffany Companies
Pennsylvania
$69K -$27.3K -409 -29%
IF
538
Ironwood Financial
Arizona
$68K – – –
EI
539
Ellevest Inc
New York
$61K -$26.2K -392 -31%
PGAM
540
Princeton Global Asset Management
New Jersey
$61K – – –
APWM
541
Atlas Private Wealth Management
New York
$58K – – –
TWA
542
TCI Wealth Advisors
Arizona
$58K – – –
CWM
543
Cedar Wealth Management
California
$56K – – –
TSW
544
Thompson Siegel & Walmsley
Virginia
$56K – – –
AWA
545
Arkadios Wealth Advisors
Georgia
$56K +$54.4K +815 New
CWM
546
Curi Wealth Management
North Carolina
$56K +$54.6K +817 New
FCH
547
Freestone Capital Holdings
Washington
$55.5K +$53.7K +804 New
PCG
548
Private Capital Group
Connecticut
$55K -$9.82K -147 -16%
NIM
549
NuWave Investment Management
New Jersey
$55K +$52.6K +788 +15,760%
AA
550
Addison Advisors
Vermont
$54K +$52.2K +781 New
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